Lam Research – Semiconductor Capital Equipment Cycle & Competitive Positioning – 14 January 2022

  • Multi Asset
  • Multi Sector
  • Global


Former VP at Lam Research Corp


  • Capital equipment investment outlook for 2022 and beyond
  • Lam Research's (NASDAQ: LRCX) position in etch, deposition and other key areas
  • Market share outlook in key end markets
  • Revenue growth outlook and implications of 3D transistor architecture adoption for logic and memory market share


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